Invesco S&P 500 Low VolatiliSPLVETF
13F holders, Q2 2025 (June 30)766holders −4
69new positions
77sold out
5famous investors
$72.82avg. 13F price*
At the end of Q2 2025, 766 institutions reported holding Invesco S&P 500 Low Volatili (SPLV) in their 13F filings, down 4 from Q1 2025. 69 opened new positions and 77 sold out. The largest holders were Bank of America Corp. ($501.7M), Morgan Stanley ($442.8M) and LPL Financial LLC ($309.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Low Volatili
- CUSIP
- 46138E354
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $208.3M |
| Exits | 77 | $389.4M |
All 13F filers, Q1 2025 → Q2 2025: 8,717,900 shares bought and 10,381,134 shares sold, net −1,663,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 766 holders
| Bank of America Corp. | 0.04% | Reduce -10.0% | 6,889,395 | $501.7M |
| Morgan Stanley | 0.03% | Reduce -8.2% | 6,080,259 | $442.8M |
| LPL Financial LLC | 0.10% | Add +18.7% | 4,253,984 | $309.8M |
| FMR LLC | 0.01% | Add +29.9% | 2,603,284 | $189.6M |
| Ameriprise Financial Inc. | 0.04% | Add +26.6% | 2,016,453 | $147.3M |
| Wells Fargo & Company | 0.03% | Add +3.6% | 1,929,587 | $140.5M |
| Royal Bank of Canada | 0.03% | Add +24.8% | 1,762,194 | $128.3M |
| Invesco Ltd. | 0.02% | Add +15.9% | 1,487,724 | $108.3M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -4.2% | 1,367,310 | $99.6M |
| Raymond James Financial Inc. | 0.03% | Add +2.8% | 1,146,904 | $83.5M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -5.2% | 1,140,794 | $83.1M |
| UBS Group AG | 0.01% | Reduce -1.0% | 848,094 | $61.8M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 800,204 | $58.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.3% | 778,889 | $56.7M |
| AdvisorShares Investments LLC | 9.83% | New | 748,955 | $54.5M |
| Osaic Holdings, Inc. | 0.09% | Add +21.6% | 711,822 | $51.8M |
| Securian Asset Management, Inc. | 1.43% | No change | 690,000 | $50.2M |
| Equitable Holdings, Inc. | 0.38% | Add +3.0% | 639,987 | $46.6M |
| Cetera Investment Advisers | 0.07% | Add +95.8% | 599,039 | $43.6M |
| Brookstone Capital Management | 0.55% | Reduce -7.0% | 575,598 | $41.9M |
| Private Advisor Group, LLC | 0.21% | Add +36.4% | 528,091 | $38.5M |
| Dynasty Wealth Management, LLC | 0.65% | Add +655.2% | 521,591 | $38.0M |
| Genworth Financial Inc | 8.39% | Add +0.6% | 469,772 | $34.2M |
| Armbruster Capital Management, Inc. | 6.05% | Add +5.5% | 458,863 | $33.4M |
| NewSquare Capital LLC | 2.44% | Reduce -3.2% | 450,761 | $32.8M |
| Vestmark Advisory Solutions, Inc. | 0.47% | New | 447,398 | $32.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -23.3% | 417,852 | $30.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +25.4% | 408,215 | $29.7M |
| New England Private Wealth Advisors LLC | 4.06% | Add +4.1% | 381,317 | $27.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Add +0.4% | 374,000 | $27.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +1097.5% | 371,371 | $27.0M |
| Two Sigma Investments, LP | 0.05% | Add +129.9% | 359,800 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.4% | 351,784 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +14.0% | 347,559 | $25.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 334,539 | $24.4M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -25.0% | 325,492 | $23.7M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.1% | 320,603 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +27.7% | 310,068 | $22.6M |
| Hantz Financial Services, Inc. | 0.36% | Reduce -3.5% | 307,507 | $22.4M |
| Painted Porch Advisors LLC | 9.12% | Add +1.2% | 305,312 | $22.2M |
| Fluent Financial, LLC | 8.83% | Add +151.2% | 294,330 | $21.4M |
| Sei Investments Co. | 0.02% | Reduce -3.6% | 279,516 | $20.4M |
| Prospera Financial Services Inc | 0.35% | Add +13.6% | 258,645 | $18.8M |
| Jones Financial Companies LLLP | 0.01% | Add +56.6% | 249,480 | $18.0M |
| Cwm, LLC | 0.06% | Add +52.3% | 247,047 | $18.0M |
| FineMark National Bank & Trust | 0.60% | Reduce -0.6% | 240,971 | $17.5M |
| Potomac Fund Management Inc. | 0.96% | New | 230,966 | $16.8M |
| Lido Advisors, LLC | 0.09% | Add +0.0% | 228,170 | $16.6M |
| Capital Investment Advisory Services, LLC | 1.33% | Reduce -0.1% | 222,262 | $16.2M |
| Avantax Advisory Services, Inc. | 0.08% | Add +1.5% | 209,168 | $15.2M |
| Ballast, Inc. | 3.78% | Add +1.1% | 198,447 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.74% | Add +2.9% | 193,776 | $14.1M |
| Wellington Management Group LLP | 0.00% | New | 183,521 | $13.4M |
| Banco BTG Pactual S.A. | 2.68% | Add +6.8% | 180,963 | $13.2M |
| GTS Securities LLC | 0.56% | Add +252.1% | 172,986 | $12.6M |
| JFS Wealth Advisors, LLC | 0.76% | Reduce -0.7% | 164,724 | $12.0M |
| Bell Investment Advisors, Inc | 2.02% | Add +6.3% | 161,196 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.9% | 159,091 | $11.6M |
| PFG Advisors | 0.53% | Add +7.9% | 157,849 | $11.5M |
| MML Investors Services, LLC | 0.03% | Add +59.6% | 145,175 | $10.6M |
| Sowell Financial Services LLC | 0.43% | Reduce -26.4% | 143,357 | $10.4M |
| MAI Capital Management | 0.07% | Add +7.2% | 143,310 | $10.4M |
| Bank of Montreal | 0.01% | Add +371.5% | 142,708 | $10.4M |
| HighTower Advisors, LLC | 0.01% | Add +6.3% | 140,045 | $10.2M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | No change | 140,000 | $10.2M |
| Dominguez Wealth Management Solutions, Inc. | 6.86% | Add +6.2% | 135,833 | $9.9M |
| O'ROURKE & COMPANY, Inc | 4.60% | Add +0.2% | 135,431 | $9.9M |
| Atticus Wealth Management, LLC | 2.49% | Add +20.9% | 126,623 | $9.2M |
| NewEdge Advisors, LLC | 0.05% | Reduce -42.2% | 124,743 | $9.1M |
| Creative Planning | 0.01% | Reduce -5.8% | 122,860 | $8.9M |
| Mariner, LLC | 0.01% | Add +4.0% | 121,736 | $8.9M |
| Opes Wealth Management LLC | 1.51% | Add +5.3% | 117,107 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -33.1% | 114,917 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +2.5% | 112,391 | $8.2M |
| Jackson, Grant Investment Advisers, Inc. | 2.84% | Add +0.5% | 106,081 | $7.7M |
| Geneos Wealth Management Inc. | 0.19% | Add +10.0% | 105,818 | $7.7M |
| Nilsine Partners, LLC | 0.76% | Reduce -28.8% | 103,608 | $7.5M |
| Avidian Wealth Enterprises, LLC | 0.31% | New | 103,028 | $7.5M |
| FSC Wealth Advisors, LLC | 4.70% | Add +1.2% | 102,316 | $7.5M |
| Focus Partners Wealth | 0.02% | Add +46.1% | 98,544 | $7.2M |
| Kovack Advisors, Inc. | 0.70% | Add +648.8% | 97,522 | $7.1M |
| First PREMIER Bank | 1.69% | Add +4.9% | 96,009 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +38.8% | 94,328 | $6.9M |
| Franklin Resources Inc. | 0.00% | New | 93,792 | $6.8M |
| Trek Financial, LLC | 0.45% | Add +38.9% | 92,307 | $6.7M |
| American Financial & Tax Strategies Inc. | 3.38% | Reduce -5.8% | 89,922 | $6.5M |
| Lake Hills Wealth Management, LLC | 3.74% | New | 89,756 | $6.5M |
| Flagship Harbor Advisors, LLC | 0.31% | Add +80.6% | 89,436 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 89,099 | $6.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.84% | Reduce -1.0% | 88,533 | $6.4M |
| Seaview Investment Managers LLC | 1.33% | New | 86,404 | $6.3M |
| Allworth Financial LP | 0.03% | Add +0.9% | 85,996 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +28.9% | 85,461 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.2% | 81,366 | $5.9M |
| Essex Financial Services, Inc. | 0.39% | Reduce -2.1% | 80,789 | $5.9M |
| Petra Financial Advisors Inc. | 3.71% | Reduce -41.7% | 80,228 | $5.8M |
| HB Wealth Management, LLC | 0.05% | Reduce -21.7% | 79,124 | $5.8M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -45.6% | 78,453 | $5.7M |
| Curi Capital, LLC | 0.11% | Add +11.8% | 77,404 | $5.6M |
| Sovereign Investment Advisors, LLC | 1.48% | Reduce -5.4% | 73,800 | $5.4M |
"% of holder's portfolio" is SPLV's weight in each manager's 13F, not the share of Invesco S&P 500 Low Volatili the manager owns.